Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPY	SPDR S&P 500 ETF TR	465,116	$317M	7.0%	$540.35	—	TR UNIT	78462F103
AAPL	APPLE INC	981,399	$267M	5.9%	$174.78	+53.5%	COM	037833100
MSFT	MICROSOFT CORP	455,725	$220M	4.9%	$397.29	+26.0%	COM	594918104
IVV	ISHARES TR	290,483	$199M	4.4%	$564.85	—	CORE S&P500 ETF	464287200
NVDA	NVIDIA CORPORATION	905,523	$169M	3.7%	$115.66	+60.9%	COM	67066G104
GOOGL	ALPHABET INC	368,852	$115M	2.6%	$152.72	+87.0%	CAP STK CL A	02079K305
IBTG	ISHARES TR	4,714,898	$108M	2.4%	$22.94	—	IBONDS 26 TRM TS	46436E858
SPHQ	INVESCO EXCHANGE TRADED FD T	1,002,293	$75.22M	1.7%	$64.43	—	S&P500 QUALITY	46137V241
JPST	J P MORGAN EXCHANGE TRADED F	1,348,757	$68.23M	1.5%	$50.51	—	ULTRA SHRT ETF	46641Q837
AMZN	AMAZON COM INC	293,339	$67.71M	1.5%	$158.59	+44.3%	COM	023135106
AVGO	BROADCOM INC	182,449	$63.15M	1.4%	$182.82	+95.3%	COM	11135F101
META	META PLATFORMS INC	93,403	$61.65M	1.4%	$296.15	+125.3%	CL A	30303M102
MBB	ISHARES TR	646,897	$61.6M	1.4%	$91.94	—	MBS ETF	464288588
MU	MICRON TECHNOLOGY INC	203,377	$58.05M	1.3%	$111.08	+106.5%	COM	595112103
LRCX	LAM RESEARCH CORP	279,906	$47.91M	1.1%	$77.87	+99.5%	COM NEW	512807306
GM	GENERAL MTRS CO	587,432	$47.77M	1.1%	$49.11	+43.4%	COM	37045V100
VRTX	VERTEX PHARMACEUTICALS INC	98,375	$44.6M	1.0%	$432.43	-0.3%	COM	92532F100
C	CITIGROUP INC	378,638	$44.18M	1.0%	$65.74	+57.7%	COM NEW	172967424
IBTH	ISHARES TR	1,940,729	$43.61M	1.0%	$22.47	—	IBONDS 27 TRM TS	46436E841
UNH	UNITEDHEALTH GROUP INC	128,943	$42.57M	0.9%	$511.29	-34.0%	COM	91324P102
SCHW	SCHWAB CHARLES CORP	413,767	$41.34M	0.9%	$57.46	+64.9%	COM	808513105
GD	GENERAL DYNAMICS CORP	121,207	$40.81M	0.9%	$313.96	+8.6%	COM	369550108
QCOM	QUALCOMM INC	230,632	$39.45M	0.9%	$133.16	+28.3%	COM	747525103
TRV	TRAVELERS COMPANIES INC	132,629	$38.47M	0.9%	$260.69	+7.6%	COM	89417E109
BAC	BANK AMERICA CORP	696,137	$38.29M	0.8%	$33.92	+55.2%	COM	060505104
GOOG	ALPHABET INC	121,526	$38.14M	0.8%	$115.80	+147.3%	CAP STK CL C	02079K107
TMUS	T-MOBILE US INC	186,229	$37.81M	0.8%	$180.35	+17.2%	COM	872590104
CRM	SALESFORCE INC	142,282	$37.69M	0.8%	$236.07	+5.1%	COM	79466L302
NEM	NEWMONT CORP	347,564	$34.7M	0.8%	$44.75	+101.5%	COM	651639106
TSLA	TESLA INC	77,140	$34.69M	0.8%	$227.38	+95.0%	COM	88160R101
DYNF	BLACKROCK ETF TRUST	544,131	$33.09M	0.7%	$60.72	—	ISHARES US EQUIT	09290C103
BMY	BRISTOL-MYERS SQUIBB CO	575,157	$31.02M	0.7%	$45.57	+4.3%	COM	110122108
WDAY	WORKDAY INC	143,532	$30.83M	0.7%	$234.10	-2.9%	CL A	98138H101
IEI	ISHARES TR	253,161	$30.21M	0.7%	$117.88	—	3 7 YR TREAS BD	464288661
CAH	CARDINAL HEALTH INC	136,024	$27.95M	0.6%	$132.76	+41.4%	COM	14149Y108
EQT	EQT CORP	504,556	$27.04M	0.6%	$52.54	+6.8%	COM	26884L109
FTEC	FIDELITY COVINGTON TRUST	120,334	$27.04M	0.6%	$192.27	—	MSCI INFO TECH I	316092808
JPM	JPMORGAN CHASE & CO.	81,982	$26.42M	0.6%	$126.43	+144.8%	COM	46625H100
EZU	ISHARES INC	399,572	$25.61M	0.6%	$58.41	—	MSCI EURZONE ETF	464286608
ACN	ACCENTURE PLC IRELAND	93,084	$24.97M	0.6%	$270.19	-6.0%	SHS CLASS A	G1151C101
CEG	CONSTELLATION ENERGY CORP	68,981	$24.37M	0.5%	$257.87	+40.8%	COM	21037T109
INTU	INTUIT	36,620	$24.26M	0.5%	$632.65	+4.4%	COM	461202103
CBOE	CBOE GLOBAL MKTS INC	94,071	$23.61M	0.5%	$183.66	+35.4%	COM	12503M108
BINC	BLACKROCK ETF TRUST II	431,100	$22.75M	0.5%	$52.77	—	ISHARES FLEXIBLE	092528603
ANET	ARISTA NETWORKS INC	169,040	$22.15M	0.5%	$98.52	+39.7%	COM SHS	040413205
DIS	DISNEY WALT CO	194,217	$22.1M	0.5%	$107.93	+1.5%	COM	254687106
BSX	BOSTON SCIENTIFIC CORP	230,570	$21.98M	0.5%	$100.84	-2.8%	COM	101137107
IEF	ISHARES TR	222,978	$21.44M	0.5%	$96.75	—	7-10 YR TRSY BD	464287440
MCK	MCKESSON CORP	25,447	$20.87M	0.5%	$667.38	+22.2%	COM	58155Q103
AMP	AMERIPRISE FINL INC	42,354	$20.77M	0.5%	$416.05	+13.9%	COM	03076C106
HWM	HOWMET AEROSPACE INC	101,138	$20.74M	0.5%	$104.13	+91.1%	COM	443201108
HLT	HILTON WORLDWIDE HLDGS INC	71,265	$20.47M	0.5%	$235.86	+15.4%	COM	43300A203
SHY	ISHARES TR	246,663	$20.43M	0.5%	$82.36	—	1 3 YR TREAS BD	464287457
VCIT	VANGUARD SCOTTSDALE FDS	243,359	$20.38M	0.5%	$83.70	—	INT-TERM CORP	92206C870
TEL	TE CONNECTIVITY PLC	89,471	$20.36M	0.5%	$146.61	+57.7%	ORD SHS	G87052109
APH	AMPHENOL CORP NEW	144,828	$19.57M	0.4%	$64.26	+107.8%	CL A	032095101
BRK/B	BERKSHIRE HATHAWAY INC DEL	37,138	$18.67M	0.4%	$237.46	+109.5%	CL B NEW	084670702
ALL	ALLSTATE CORP	87,673	$18.25M	0.4%	$177.24	+15.1%	COM	020002101
AMD	ADVANCED MICRO DEVICES INC	84,815	$18.16M	0.4%	$137.94	+62.8%	COM	007903107
PLTR	PALANTIR TECHNOLOGIES INC	100,770	$17.91M	0.4%	$55.18	+228.1%	CL A	69608A108
ORCL	ORACLE CORP	91,285	$17.79M	0.4%	$119.40	+99.4%	COM	68389X105
AMAT	APPLIED MATLS INC	67,326	$17.3M	0.4%	$185.42	+29.2%	COM	038222105
UBER	UBER TECHNOLOGIES INC	206,016	$16.83M	0.4%	$77.23	+16.6%	COM	90353T100
MA	MASTERCARD INCORPORATED	28,835	$16.46M	0.4%	$486.17	+15.0%	CL A	57636Q104
PH	PARKER-HANNIFIN CORP	18,387	$16.16M	0.4%	$629.44	+29.9%	COM	701094104
IEMG	ISHARES INC	236,519	$15.9M	0.4%	$54.87	—	CORE MSCI EMKT	46434G103
TXN	TEXAS INSTRS INC	91,325	$15.84M	0.4%	$182.25	-6.3%	COM	882508104
TIP	ISHARES TR	143,479	$15.77M	0.3%	$108.89	—	TIPS BD ETF	464287176
VCSH	VANGUARD SCOTTSDALE FDS	193,488	$15.43M	0.3%	$78.18	—	SHRT TRM CORP BD	92206C409
EMB	ISHARES TR	156,937	$15.11M	0.3%	$92.62	—	JPMORGAN USD EMG	464288281
IGSB	ISHARES TR	281,564	$14.89M	0.3%	$51.87	—	ISHS 1-5YR INVS	464288646
FNCL	FIDELITY COVINGTON TRUST	189,496	$14.73M	0.3%	$68.19	—	MSCI FINLS IDX	316092501
CL	COLGATE PALMOLIVE CO	181,063	$14.31M	0.3%	$80.49	-2.7%	COM	194162103
IJH	ISHARES TR	211,826	$13.98M	0.3%	$59.47	—	CORE S&P MCP ETF	464287507
PYPL	PAYPAL HLDGS INC	237,672	$13.88M	0.3%	$70.22	-7.7%	COM	70450Y103
EWJ	ISHARES INC	166,711	$13.46M	0.3%	$68.13	—	MSCI JAPAN ETF	46434G822
PGR	PROGRESSIVE CORP	58,014	$13.21M	0.3%	$222.17	-4.4%	COM	743315103
SYK	STRYKER CORPORATION	37,445	$13.16M	0.3%	$353.94	+2.7%	COM	863667101
VZ	VERIZON COMMUNICATIONS INC	321,072	$13.08M	0.3%	$39.14	+3.4%	COM	92343V104
AIG	AMERICAN INTL GROUP INC	147,660	$12.63M	0.3%	$73.22	+8.8%	COM NEW	026874784
NUE	NUCOR CORP	76,111	$12.41M	0.3%	$161.87	-7.5%	COM	670346105
AZO	AUTOZONE INC	3,625	$12.29M	0.3%	$2768.19	+36.5%	COM	053332102
NEE	NEXTERA ENERGY INC	153,029	$12.29M	0.3%	$68.37	+20.7%	COM	65339F101
EWC	ISHARES INC	222,072	$11.98M	0.3%	$46.26	—	MSCI CDA ETF	464286509
TFLO	ISHARES TR	236,310	$11.92M	0.3%	$50.56	—	TRS FLT RT BD	46434V860
COR	CENCORA INC	34,067	$11.51M	0.3%	$329.04	+3.5%	COM	03073E105
MET	METLIFE INC	142,076	$11.22M	0.2%	$63.04	+25.2%	COM	59156R108
IGOV	ISHARES TR	268,837	$11.2M	0.2%	$42.21	—	INTL TREA BD ETF	464288117
QQQ	INVESCO QQQ TR	17,863	$10.97M	0.2%	$437.72	—	UNIT SER 1	46090E103
FIDU	FIDELITY COVINGTON TRUST	129,994	$10.72M	0.2%	$76.30	—	MSCI INDL INDX	316092709
OKE	ONEOK INC NEW	145,420	$10.69M	0.2%	$77.46	-9.0%	COM	682680103
AGG	ISHARES TR	106,257	$10.61M	0.2%	$98.88	—	CORE US AGGBD ET	464287226
XOM	EXXON MOBIL CORP	87,809	$10.57M	0.2%	$93.17	+24.0%	COM	30231G102
TLT	ISHARES TR	119,017	$10.37M	0.2%	$89.18	—	20 YR TR BD ETF	464287432
VGIT	VANGUARD SCOTTSDALE FDS	168,785	$10.12M	0.2%	$59.55	—	INTER TERM TREAS	92206C706
TLH	ISHARES TR	98,891	$10.05M	0.2%	$103.72	—	10-20 YR TRS ETF	464288653
EWU	ISHARES TR	228,553	$10.05M	0.2%	$37.47	—	MSCI UK ETF NEW	46435G334
IDV	ISHARES TR	253,096	$9.985M	0.2%	$33.32	—	INTL SEL DIV ETF	464288448
HYG	ISHARES TR	123,091	$9.925M	0.2%	$78.84	—	IBOXX HI YD ETF	464288513
AXP	AMERICAN EXPRESS CO	26,288	$9.725M	0.2%	$132.52	+169.4%	COM	025816109
BKNG	BOOKING HOLDINGS INC	1,786	$9.565M	0.2%	$4287.14	+19.8%	COM	09857L108
FUTY	FIDELITY COVINGTON TRUST	170,774	$9.43M	0.2%	$51.03	—	MSCI UTILS INDEX	316092865
V	VISA INC	26,402	$9.26M	0.2%	$219.75	+54.9%	COM CL A	92826C839
CLOA	BLACKROCK ETF TRUST II	177,583	$9.189M	0.2%	$51.78	—	ISHARES AAA CLO	092528504
IGIB	ISHARES TR	170,442	$9.183M	0.2%	$52.42	—	ISHS 5-10YR INVT	464288638
CVX	CHEVRON CORP NEW	60,167	$9.17M	0.2%	$143.44	+5.5%	COM	166764100
LLY	ELI LILLY & CO	8,339	$8.962M	0.2%	$664.85	+43.7%	COM	532457108
IWD	ISHARES TR	41,442	$8.717M	0.2%	$162.57	—	RUS 1000 VAL ETF	464287598
FHLC	FIDELITY COVINGTON TRUST	113,720	$8.447M	0.2%	$70.01	—	MSCI HLTH CARE I	316092600
NFLX	NETFLIX INC	88,704	$8.317M	0.2%	$98.94	+9.0%	COM	64110L106
FDX	FEDEX CORP	28,671	$8.282M	0.2%	$213.85	+22.3%	COM	31428X106
MS	MORGAN STANLEY	46,436	$8.244M	0.2%	$89.46	+86.1%	COM NEW	617446448
IJR	ISHARES TR	68,017	$8.174M	0.2%	$107.11	—	CORE S&P SCP ETF	464287804
STIP	ISHARES TR	79,493	$8.139M	0.2%	$103.05	—	0-5 YR TIPS ETF	46429B747
GII	SPDR INDEX SHS FDS	114,951	$8.02M	0.2%	$69.61	—	S&P GBLINF ETF	78463X855
ADI	ANALOG DEVICES INC	29,280	$7.941M	0.2%	$198.72	+26.1%	COM	032654105
VGSH	VANGUARD SCOTTSDALE FDS	133,927	$7.866M	0.2%	$58.62	—	SHORT TERM TREAS	92206C102
FCOM	FIDELITY COVINGTON TRUST	104,850	$7.683M	0.2%	$62.00	—	MSCI COMMNTN SVC	316092873
VWOB	VANGUARD WHITEHALL FDS	111,490	$7.518M	0.2%	$67.43	—	EM MK GOV BD ETF	921946885
PANW	PALO ALTO NETWORKS INC	39,055	$7.194M	0.2%	$181.78	+11.0%	COM	697435105
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	84,637	$7.025M	0.2%	$76.31	-2.2%	CL A	192446102
UPS	UNITED PARCEL SERVICE INC	69,043	$6.848M	0.2%	$104.74	-11.5%	CL B	911312106
FLRN	SPDR SERIES TRUST	218,943	$6.728M	0.1%	$30.84	—	STATE STREET SPD	78468R200
TMO	THERMO FISHER SCIENTIFIC INC	11,432	$6.624M	0.1%	$532.38	+6.2%	COM	883556102
BK	BANK NEW YORK MELLON CORP	56,999	$6.617M	0.1%	$67.68	+63.3%	COM	064058100
NOW	SERVICENOW INC	43,164	$6.612M	0.1%	$175.05	-2.0%	COM	81762P102
XLC	SELECT SECTOR SPDR TR	55,068	$6.483M	0.1%	$108.26	—	STATE STREET COM	81369Y852
PFE	PFIZER INC	256,537	$6.388M	0.1%	$25.38	-1.4%	COM	717081103
DVY	ISHARES TR	45,010	$6.353M	0.1%	$133.20	—	SELECT DIVID ETF	464287168
JNJ	JOHNSON & JOHNSON	30,622	$6.337M	0.1%	$139.77	+41.0%	COM	478160104
WFC	WELLS FARGO CO NEW	67,364	$6.278M	0.1%	$53.03	+63.4%	COM	949746101
CWB	SPDR SERIES TRUST	70,276	$6.269M	0.1%	$89.94	—	STATE STREET SPD	78464A359
ONON	ON HLDG AG	131,358	$6.106M	0.1%	$52.45	-17.8%	NAMEN AKT A	H5919C104
KR	KROGER CO	95,265	$5.952M	0.1%	$48.49	+34.5%	COM	501044101
TTC	TORO CO	75,296	$5.927M	0.1%	$87.33	-15.4%	COM	891092108
PCG	PG&E CORP	360,463	$5.793M	0.1%	$16.69	-4.6%	COM	69331C108
IBM	INTERNATIONAL BUSINESS MACHS	18,815	$5.573M	0.1%	$150.40	+98.7%	COM	459200101
IGLB	ISHARES TR	107,967	$5.447M	0.1%	$51.61	—	10+ YR INVST GRD	464289511
DPZ	DOMINOS PIZZA INC	12,647	$5.271M	0.1%	$424.08	-2.0%	COM	25754A201
VLTO	VERALTO CORP	52,438	$5.232M	0.1%	$100.99	+0.0%	COM SHS	92338C103
ETN	EATON CORP PLC	16,265	$5.181M	0.1%	$207.18	+71.1%	SHS	G29183103
APP	APPLOVIN CORP	7,683	$5.177M	0.1%	$433.80	+45.3%	COM CL A	03831W108
SHW	SHERWIN WILLIAMS CO	15,869	$5.142M	0.1%	$321.22	+4.0%	COM	824348106
FMAT	FIDELITY COVINGTON TRUST	96,473	$5.124M	0.1%	$51.28	—	MSCI MATLS INDEX	316092881
AVPT	AVEPOINT INC	360,000	$5M	0.1%	$16.79	-17.7%	COM CL A	053604104
BKR	BAKER HUGHES COMPANY	108,757	$4.953M	0.1%	$32.17	+47.2%	CL A	05722G100
ADBE	ADOBE INC	13,901	$4.865M	0.1%	$419.55	-18.9%	COM	00724F101
DASH	DOORDASH INC	21,173	$4.795M	0.1%	$190.05	+23.4%	CL A	25809K105
SNOW	SNOWFLAKE INC	21,091	$4.627M	0.1%	$208.77	+16.9%	COM SHS	833445109
SYY	SYSCO CORP	61,194	$4.509M	0.1%	$71.56	+5.5%	COM	871829107
MRK	MERCK & CO INC	41,902	$4.411M	0.1%	$97.17	-4.0%	COM	58933Y105
GBTC	GRAYSCALE BITCOIN TRUST ETF	64,222	$4.39M	0.1%	$60.84	—	SHS REP COM UT	389637109
ICE	INTERCONTINENTAL EXCHANGE IN	26,931	$4.362M	0.1%	$129.31	+20.8%	COM	45866F104
PEP	PEPSICO INC	30,331	$4.353M	0.1%	$135.69	+7.5%	COM	713448108
CCI	CROWN CASTLE INC	47,585	$4.229M	0.1%	$97.35	-6.4%	COM	22822V101
MO	ALTRIA GROUP INC	73,162	$4.219M	0.1%	$41.59	+42.7%	COM	02209S103
FIS	FIDELITY NATL INFORMATION SV	61,232	$4.069M	0.1%	$71.78	-8.6%	COM	31620M106
EL	LAUDER ESTEE COS INC	37,494	$3.926M	0.1%	$77.29	+25.3%	CL A	518439104
FTNT	FORTINET INC	48,964	$3.888M	0.1%	$83.20	-0.3%	COM	34959E109
CVS	CVS HEALTH CORP	48,191	$3.824M	0.1%	$61.18	+28.6%	COM	126650100
RTX	RTX CORPORATION	20,692	$3.795M	0.1%	$118.28	+46.5%	COM	75513E101
DUK	DUKE ENERGY CORP NEW	32,357	$3.793M	0.1%	$104.88	+15.9%	COM NEW	26441C204
PCAR	PACCAR INC	34,559	$3.785M	0.1%	$69.95	+44.7%	COM	693718108
ISHG	ISHARES TR	49,622	$3.734M	0.1%	$76.56	—	3YRTB ETF	464288125
BIIB	BIOGEN INC	21,133	$3.719M	0.1%	$151.30	+8.0%	COM	09062X103
TKO	TKO GROUP HOLDINGS INC	17,673	$3.694M	0.1%	$149.25	+29.8%	CL A	87256C101
REM	ISHARES TR	163,402	$3.624M	0.1%	$22.18	—	MORTGE REL ETF	46435G342
PG	PROCTER AND GAMBLE CO	24,945	$3.575M	0.1%	$153.01	-3.8%	COM	742718109
DELL	DELL TECHNOLOGIES INC	28,181	$3.547M	0.1%	$105.60	+33.3%	CL C	24703L202
TSM	TAIWAN SEMICONDUCTOR MFG LTD	11,388	$3.461M	0.1%	$194.18	—	SPONSORED ADS	874039100
EUHY	ISHARES INC	64,008	$3.411M	0.1%	$55.52	—	EURO HIGH YIELD	464286210
ADSK	AUTODESK INC	11,481	$3.399M	0.1%	$244.00	+24.0%	COM	052769106
VOO	VANGUARD INDEX FDS	5,397	$3.385M	0.1%	$473.19	—	S&P 500 ETF SHS	922908363
CI	THE CIGNA GROUP	12,263	$3.375M	0.1%	$317.07	-11.9%	COM	125523100
MPC	MARATHON PETE CORP	20,493	$3.333M	0.1%	$114.44	+62.9%	COM	56585A102
CHD	CHURCH & DWIGHT CO INC	39,740	$3.332M	0.1%	$94.80	-10.1%	COM	171340102
STX	SEAGATE TECHNOLOGY HLDNGS PL	12,049	$3.318M	0.1%	$106.55	+143.0%	ORD SHS	G7997R103
APO	APOLLO GLOBAL MGMT INC	22,881	$3.312M	0.1%	$152.63	-13.1%	COM	03769M106
MINT	PIMCO ETF TR	32,922	$3.303M	0.1%	$100.90	—	ENHAN SHRT MA AC	72201R833
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	12,803	$3.278M	0.1%	$233.51	+6.8%	COM	874054109
COST	COSTCO WHSL CORP NEW	3,784	$3.263M	0.1%	$843.24	+7.4%	COM	22160K105
FBTC	FIDELITY WISE ORIGIN BITCOIN	42,765	$3.26M	0.1%	$10.22	—	SHS	315948109
XYL	XYLEM INC	23,868	$3.25M	0.1%	$126.22	+13.8%	COM	98419M100
SOFI	SOFI TECHNOLOGIES INC	123,145	$3.224M	0.1%	$21.36	+30.5%	COM	83406F102
INCY	INCYTE CORP	32,412	$3.201M	0.1%	$77.38	+25.0%	COM	45337C102
PM	PHILIP MORRIS INTL INC	19,317	$3.098M	0.1%	$76.26	+101.4%	COM	718172109
PODD	INSULET CORP	10,672	$3.034M	0.1%	$203.49	+53.6%	COM	45784P101
ODFL	OLD DOMINION FREIGHT LINE IN	19,300	$3.026M	0.1%	$152.63	-6.2%	COM	679580100
CTRA	COTERRA ENERGY INC	113,844	$2.996M	0.1%	$25.49	-1.5%	COM	127097103
BKLN	INVESCO EXCH TRADED FD TR II	142,122	$2.985M	0.1%	$21.06	—	SR LN ETF	46138G508
ABNB	AIRBNB INC	21,703	$2.946M	0.1%	$132.27	-5.8%	COM CL A	009066101
VTI	VANGUARD INDEX FDS	8,660	$2.903M	0.1%	$226.68	—	TOTAL STK MKT	922908769
FNDF	SCHWAB STRATEGIC TR	63,117	$2.854M	0.1%	$40.93	—	FUNDAMENTAL INTL	808524755
MUB	ISHARES TR	26,391	$2.827M	0.1%	$105.80	—	NATIONAL MUN ETF	464288414
DRI	DARDEN RESTAURANTS INC	15,335	$2.822M	0.1%	$201.69	-9.7%	COM	237194105
IWF	ISHARES TR	5,874	$2.781M	0.1%	$357.77	—	RUS 1000 GRW ETF	464287614
EOG	EOG RES INC	25,720	$2.701M	0.1%	$84.14	+27.4%	COM	26875P101
IBMP	ISHARES TR	105,520	$2.679M	0.1%	$25.36	—	IBONDS DEC 27	46435U283
IBMO	ISHARES TR	104,430	$2.677M	0.1%	$25.61	—	IBONDS DEC 26	46435U259
FSTA	FIDELITY COVINGTON TRUST	53,623	$2.638M	0.1%	$50.05	—	CONSMR STAPLES	316092303
DLR	DIGITAL RLTY TR INC	16,983	$2.628M	0.1%	$108.34	+50.6%	COM	253868103
ABT	ABBOTT LABS	20,951	$2.625M	0.1%	$110.02	+15.7%	COM	002824100
CSCO	CISCO SYS INC	33,727	$2.598M	0.1%	$46.21	+59.7%	COM	17275R102
STE	STERIS PLC	10,169	$2.578M	0.1%	$236.46	+6.2%	SHS USD	G8473T100
ZTS	ZOETIS INC	20,448	$2.573M	0.1%	$174.15	-25.2%	CL A	98978V103
BA	BOEING CO	11,699	$2.54M	0.1%	$181.60	+13.3%	COM	097023105
STZ	CONSTELLATION BRANDS INC	18,321	$2.528M	0.1%	$148.88	-8.1%	CL A	21036P108
SHOP	SHOPIFY INC	15,489	$2.493M	0.1%	$105.74	+51.8%	CL A SUB VTG SHS	82509L107
GLD	SPDR GOLD TR	6,167	$2.444M	0.1%	$260.77	—	GOLD SHS	78463V107
CCK	CROWN HLDGS INC	23,660	$2.436M	0.1%	$89.91	+8.3%	COM	228368106
CLOI	VANECK ETF TRUST	43,922	$2.32M	0.1%	$52.84	—	CLO ETF	92189H748
HUBS	HUBSPOT INC	5,758	$2.311M	0.1%	$516.97	-19.9%	COM	443573100
ATI	ATI INC	19,952	$2.29M	0.1%	$81.04	+20.3%	COM	01741R102
AIZ	ASSURANT INC	9,461	$2.279M	0.1%	$196.49	+13.4%	COM	04621X108
BMRN	BIOMARIN PHARMACEUTICAL INC	38,285	$2.275M	0.1%	$57.19	-4.8%	COM	09061G101
DAL	DELTA AIR LINES INC DEL	32,681	$2.268M	0.1%	$47.54	+31.4%	COM NEW	247361702
BRK/A	BERKSHIRE HATHAWAY INC DEL	3	$2.264M	0.1%	$588977.44	+26.7%	CL A	084670108
HEI	HEICO CORP NEW	6,931	$2.243M	0.0%	$204.25	+54.7%	COM	422806109
L	LOEWS CORP	21,131	$2.225M	0.0%	$77.21	+33.7%	COM	540424108
MCO	MOODYS CORP	4,347	$2.221M	0.0%	$445.58	+9.4%	COM	615369105
HD	HOME DEPOT INC	6,452	$2.22M	0.0%	$316.20	+15.3%	COM	437076102
LNC	LINCOLN NATL CORP IND	49,233	$2.192M	0.0%	$30.74	+33.9%	COM	534187109
IVW	ISHARES TR	17,760	$2.189M	0.0%	$96.59	—	S&P 500 GRWT ETF	464287309
CTVA	CORTEVA INC	32,604	$2.185M	0.0%	$53.61	+20.4%	COM	22052L104
EXPE	EXPEDIA GROUP INC	7,680	$2.176M	0.0%	$157.59	+56.7%	COM NEW	30212P303
CAT	CATERPILLAR INC	3,779	$2.165M	0.0%	$277.18	+100.4%	COM	149123101
CB	CHUBB LIMITED	6,775	$2.115M	0.0%	$263.99	+10.8%	COM	H1467J104
MMM	3M CO	13,200	$2.113M	0.0%	$109.55	+49.0%	COM	88579Y101
FCX	FREEPORT-MCMORAN INC	40,982	$2.081M	0.0%	$43.07	+0.6%	CL B	35671D857
SF	STIFEL FINL CORP	16,528	$2.07M	0.0%	$111.58	+7.2%	COM	860630102
RITM	RITHM CAPITAL CORP	189,494	$2.065M	0.0%	$11.16	—	COM NEW	64828T201
AEE	AMEREN CORP	20,527	$2.05M	0.0%	$101.98	0.0%	COM	023608102
OVV	OVINTIV INC	52,231	$2.047M	0.0%	$41.65	-6.9%	COM	69047Q102
OGE	OGE ENERGY CORP	47,913	$2.046M	0.0%	$44.60	0.0%	COM	670837103
RJF	RAYMOND JAMES FINL INC	12,368	$1.986M	0.0%	$136.56	+17.8%	COM	754730109
NFG	NATIONAL FUEL GAS CO	24,806	$1.986M	0.0%	$82.39	0.0%	COM	636180101
AIT	APPLIED INDL TECHNOLOGIES IN	7,711	$1.98M	0.0%	$261.21	-2.3%	COM	03820C105
BE	BLOOM ENERGY CORP	22,016	$1.913M	0.0%	$105.07	0.0%	COM CL A	093712107
ABBV	ABBVIE INC	8,356	$1.909M	0.0%	$178.11	+27.8%	COM	00287Y109
BOX	BOX INC	63,521	$1.9M	0.0%	$26.70	+17.5%	CL A	10316T104
ZETA	ZETA GLOBAL HOLDINGS CORP	92,020	$1.873M	0.0%	$17.87	+4.6%	CL A	98956A105
RSP	INVESCO EXCHANGE TRADED FD T	9,600	$1.839M	0.0%	$169.16	—	S&P500 EQL WGT	46137V357
CF	CF INDS HLDGS INC	23,513	$1.819M	0.0%	$84.00	-2.5%	COM	125269100
INTC	INTEL CORP	48,558	$1.792M	0.0%	$32.98	+14.5%	COM	458140100
SCHB	SCHWAB STRATEGIC TR	68,062	$1.785M	0.0%	$24.82	—	US BRD MKT ETF	808524102
GEHC	GE HEALTHCARE TECHNOLOGIES I	21,764	$1.785M	0.0%	$70.66	+10.3%	COMMON STOCK	36266G107
BBW	BUILD-A-BEAR WORKSHOP INC	28,491	$1.746M	0.0%	$39.09	+38.8%	COM	120076104
VST	VISTRA CORP	10,809	$1.744M	0.0%	$144.48	+25.9%	COM	92840M102
ROK	ROCKWELL AUTOMATION INC	4,448	$1.731M	0.0%	$272.47	+37.7%	COM	773903109
SPGI	S&P GLOBAL INC	3,288	$1.719M	0.0%	$473.30	+4.4%	COM	78409V104
RY	ROYAL BK CDA	10,053	$1.714M	0.0%	$110.01	+39.6%	COM	780087102
WMT	WALMART INC	15,343	$1.709M	0.0%	$66.38	+61.5%	COM	931142103
DKNG	DRAFTKINGS INC NEW	49,509	$1.706M	0.0%	$38.69	-15.0%	COM CL A	26142V105
ACWX	ISHARES TR	24,861	$1.669M	0.0%	$51.57	—	MSCI ACWI EX US	464288240
HSBC	HSBC HLDGS PLC	21,180	$1.666M	0.0%	$60.79	—	SPON ADR NEW	404280406
KLAC	KLA CORP	1,366	$1.661M	0.0%	$696.10	+68.4%	COM NEW	482480100
ARGX	ARGENX SE	1,947	$1.638M	0.0%	$596.32	—	SPONSORED ADR	04016X101
UBS	UBS GROUP AG	35,354	$1.637M	0.0%	$30.50	+32.5%	SHS	H42097107
TJX	TJX COS INC NEW	10,623	$1.632M	0.0%	$102.41	+44.2%	COM	872540109
NDAQ	NASDAQ INC	16,765	$1.628M	0.0%	$78.24	+14.7%	COM	631103108
OEF	ISHARES TR	4,684	$1.606M	0.0%	$274.40	—	S&P 100 ETF	464287101
HEI/A	HEICO CORP NEW	6,322	$1.596M	0.0%	$193.59	+27.6%	CL A	422806208
LMT	LOCKHEED MARTIN CORP	3,262	$1.578M	0.0%	$432.48	+10.1%	COM	539830109
NVR	NVR INC	211	$1.539M	0.0%	$7570.51	-1.2%	COM	62944T105
ZS	ZSCALER INC	6,785	$1.526M	0.0%	$273.07	+3.4%	COM	98980G102
SHEL	SHELL PLC	20,637	$1.516M	0.0%	$71.38	—	SPON ADS	780259305
VOD	VODAFONE GROUP PLC NEW	114,566	$1.513M	0.0%	$9.01	—	SPONSORED ADR	92857W308
MTDR	MATADOR RES CO	35,642	$1.513M	0.0%	$58.56	-28.3%	COM	576485205
IWM	ISHARES TR	6,140	$1.512M	0.0%	$195.90	—	RUSSELL 2000 ETF	464287655
ITOT	ISHARES TR	10,146	$1.509M	0.0%	$104.03	—	CORE S&P TTL STK	464287150
FREL	FIDELITY COVINGTON TRUST	55,517	$1.493M	0.0%	$27.19	—	MSCI RL EST ETF	316092857
SLB	SLB LIMITED	38,814	$1.49M	0.0%	$45.72	-21.1%	COM STK	806857108
MCD	MCDONALDS CORP	4,868	$1.488M	0.0%	$262.67	+16.2%	COM	580135101
F	FORD MTR CO	113,080	$1.484M	0.0%	$10.90	+17.7%	COM	345370860
EFX	EQUIFAX INC	6,738	$1.462M	0.0%	$248.94	-12.2%	COM	294429105
NVS	NOVARTIS AG	10,469	$1.443M	0.0%	$113.87	—	SPONSORED ADR	66987V109
COF	CAPITAL ONE FINL CORP	5,818	$1.41M	0.0%	$118.71	+87.2%	COM	14040H105
VIPS	VIPSHOP HLDGS LTD	79,065	$1.399M	0.0%	$15.44	—	SPONSORED ADS A	92763W103
ADP	AUTOMATIC DATA PROCESSING IN	5,433	$1.398M	0.0%	$234.56	+12.9%	COM	053015103
HIG	HARTFORD INSURANCE GROUP INC	10,019	$1.381M	0.0%	$109.72	+19.9%	COM	416515104
IWB	ISHARES TR	3,613	$1.349M	0.0%	$289.72	—	RUS 1000 ETF	464287622
PNC	PNC FINL SVCS GROUP INC	6,419	$1.34M	0.0%	$179.51	+7.4%	COM	693475105
KGC	KINROSS GOLD CORP	47,167	$1.328M	0.0%	$25.98	0.0%	COM	496902404
AON	AON PLC	3,724	$1.314M	0.0%	$289.88	+20.5%	SHS CL A	G0403H108
NOC	NORTHROP GRUMMAN CORP	2,273	$1.296M	0.0%	$463.45	+24.9%	COM	666807102
EW	EDWARDS LIFESCIENCES CORP	14,985	$1.277M	0.0%	$75.26	+9.1%	COM	28176E108
EMR	EMERSON ELEC CO	9,617	$1.276M	0.0%	$107.40	+23.2%	COM	291011104
GE	GE AEROSPACE	4,136	$1.274M	0.0%	$191.63	+57.0%	COM NEW	369604301
DHR	DANAHER CORPORATION	5,517	$1.263M	0.0%	$223.77	-1.9%	COM	235851102
CTAS	CINTAS CORP	6,691	$1.259M	0.0%	$201.97	-6.9%	COM	172908105
EFA	ISHARES TR	12,754	$1.225M	0.0%	$67.23	—	MSCI EAFE ETF	464287465
SMCI	SUPER MICRO COMPUTER INC	41,736	$1.222M	0.0%	$37.51	+9.7%	COM NEW	86800U302
AXON	AXON ENTERPRISE INC	2,126	$1.207M	0.0%	$528.64	+17.4%	COM	05464C101
MFC	MANULIFE FINL CORP	33,137	$1.202M	0.0%	$28.06	+20.9%	COM	56501R106
TEAM	ATLASSIAN CORPORATION	7,300	$1.184M	0.0%	$179.88	-12.8%	CL A	049468101
RMBS	RAMBUS INC DEL	12,789	$1.175M	0.0%	$58.74	+67.5%	COM	750917106
WRB	BERKLEY W R CORP	16,704	$1.171M	0.0%	$54.90	+32.5%	COM	084423102
GVIP	GOLDMAN SACHS ETF TR	7,519	$1.165M	0.0%	$138.38	—	HEDGE IND ETF	381430545
HDB	HDFC BANK LTD	31,513	$1.152M	0.0%	$34.23	—	SPONSORED ADS	40415F101
T	AT&T INC	45,975	$1.142M	0.0%	$21.38	+18.3%	COM	00206R102
EQIX	EQUINIX INC	1,481	$1.135M	0.0%	$725.50	+7.7%	COM	29444U700
AMGN	AMGEN INC	3,447	$1.129M	0.0%	$234.38	+34.8%	COM	031162100
AJG	GALLAGHER ARTHUR J & CO	4,352	$1.126M	0.0%	$287.97	-8.2%	COM	363576109
MAR	MARRIOTT INTL INC NEW	3,591	$1.114M	0.0%	$238.56	+19.6%	CL A	571903202
DE	DEERE & CO	2,387	$1.111M	0.0%	$374.80	+24.8%	COM	244199105
CINF	CINCINNATI FINL CORP	6,777	$1.107M	0.0%	$116.04	+38.9%	COM	172062101
ORLY	OREILLY AUTOMOTIVE INC	12,044	$1.099M	0.0%	$91.10	+7.2%	COM	67103H107
ISRG	INTUITIVE SURGICAL INC	1,937	$1.097M	0.0%	$483.57	+10.1%	COM NEW	46120E602
KEYS	KEYSIGHT TECHNOLOGIES INC	5,393	$1.096M	0.0%	$149.34	+24.3%	COM	49338L103
KT	KT CORP	57,065	$1.083M	0.0%	$14.79	—	SPONSORED ADR	48268K101
TQQQ	PROSHARES TR	20,488	$1.08M	0.0%	$70.08	—	ULTRAPRO QQQ	74347X831
ALGN	ALIGN TECHNOLOGY INC	6,905	$1.078M	0.0%	$240.72	-40.5%	COM	016255101
IEFA	ISHARES TR	12,042	$1.077M	0.0%	$73.94	—	CORE MSCI EAFE	46432F842
CDNS	CADENCE DESIGN SYSTEM INC	3,377	$1.056M	0.0%	$286.95	+13.7%	COM	127387108
AER	AERCAP HOLDINGS NV	7,334	$1.054M	0.0%	$108.04	+22.6%	SHS	N00985106
IYY	ISHARES TR	6,327	$1.049M	0.0%	$139.59	—	DOW JONES US ETF	464287846
TOST	TOAST INC	29,048	$1.031M	0.0%	$37.95	-5.0%	CL A	888787108
PRCT	PROCEPT BIOROBOTICS CORP	32,498	$1.022M	0.0%	$68.28	-51.4%	COM	74276L105
STLD	STEEL DYNAMICS INC	6,032	$1.022M	0.0%	$130.35	+21.5%	COM	858119100
FXI	ISHARES TR	26,466	$1.013M	0.0%	$37.11	—	CHINA LG-CAP ETF	464287184
PDD	PDD HOLDINGS INC	8,847	$1.003M	0.0%	$113.40	—	SPONSORED ADS	722304102
CSL	CARLISLE COS INC	3,124	$999K	0.0%	$378.52	-14.8%	COM	142339100
CMI	CUMMINS INC	1,952	$997K	0.0%	$232.28	+100.8%	COM	231021106
BX	BLACKSTONE INC	6,324	$975K	0.0%	$157.94	-4.1%	COM	09260D107
LHX	L3HARRIS TECHNOLOGIES INC	3,243	$952K	0.0%	$218.60	+31.9%	COM	502431109
OBK	ORIGIN BANCORP INC	25,197	$948K	0.0%	$30.61	+17.0%	COM	68621T102
UNP	UNION PAC CORP	4,073	$942K	0.0%	$224.83	+1.1%	COM	907818108
TOL	TOLL BROTHERS INC	6,909	$934K	0.0%	$121.43	+11.8%	COM	889478103
CBSH	COMMERCE BANCSHARES INC	17,850	$934K	0.0%	$47.76	+9.1%	COM	200525103
EBAY	EBAY INC.	10,689	$931K	0.0%	$50.84	+69.9%	COM	278642103
CLF	CLEVELAND-CLIFFS INC NEW	70,000	$930K	0.0%	$10.52	+20.1%	COM	185899101
MSI	MOTOROLA SOLUTIONS INC	2,403	$921K	0.0%	$212.95	+88.2%	COM NEW	620076307
SPYV	SPDR SERIES TRUST	16,012	$910K	0.0%	$52.19	—	STATE STREET SPD	78464A508
CRWD	CROWDSTRIKE HLDGS INC	1,889	$886K	0.0%	$343.25	+48.4%	CL A	22788C105
COP	CONOCOPHILLIPS	9,258	$867K	0.0%	$99.56	-9.6%	COM	20825C104
MRSH	MARSH & MCLENNAN COS INC	4,579	$850K	0.0%	$216.00	-13.7%	COM	571748102
SBUX	STARBUCKS CORP	10,071	$848K	0.0%	$93.19	-9.8%	COM	855244109
CARR	CARRIER GLOBAL CORPORATION	15,921	$841K	0.0%	$64.74	-14.2%	COM	14448C104
KO	COCA COLA CO	11,986	$838K	0.0%	$60.41	+14.9%	COM	191216100
MELI	MERCADOLIBRE INC	415	$838K	0.0%	$2397.50	-12.4%	COM	58733R102
ENSG	ENSIGN GROUP INC	4,800	$836K	0.0%	$120.37	+49.2%	COM	29358P101
GIB	CGI INC	9,000	$831K	0.0%	$102.26	-13.0%	CL A SUB VTG	12532H104
EWS	ISHARES INC	29,796	$820K	0.0%	$23.16	—	MSCI SINGPOR ETF	46434G780
NVDL	GRANITESHARES ETF TR	9,092	$800K	0.0%	$68.88	—	2X LONG NVDA DAI	38747R827
COHR	COHERENT CORP	4,271	$788K	0.0%	$100.02	+49.6%	COM	19247G107
HOOD	ROBINHOOD MKTS INC	6,950	$786K	0.0%	$47.10	+176.1%	COM CL A	770700102
DRTS	ALPHA TAU MEDICAL LTD	157,858	$781K	0.0%	$3.12	+35.1%	ORDINARY SHARES	M0740A108
ALNY	ALNYLAM PHARMACEUTICALS INC	1,955	$778K	0.0%	$275.02	+60.9%	COM	02043Q107
TYL	TYLER TECHNOLOGIES INC	1,635	$743K	0.0%	$492.95	-3.4%	COM	902252105
STEX	STREAMEX CORP	237,913	$721K	0.0%	$4.47	0.0%	COM	09073N300
IVE	ISHARES TR	3,379	$717K	0.0%	$158.79	—	S&P 500 VAL ETF	464287408
ET	ENERGY TRANSFER L P	43,364	$715K	0.0%	$15.91	—	COM UT LTD PTN	29273V100
CSX	CSX CORP	19,552	$709K	0.0%	$34.14	+4.6%	COM	126408103
XLK	SELECT SECTOR SPDR TR	4,906	$706K	0.0%	$190.73	—	STATE STREET TEC	81369Y803
TECL	DIREXION SHS ETF TR	6,006	$706K	0.0%	$108.11	—	DLY TECH BULL 3X	25459W102
VLUE	ISHARES TR	5,145	$703K	0.0%	$107.53	—	MSCI USA VALUE	46432F388
FICO	FAIR ISAAC CORP	415	$702K	0.0%	$2135.94	-19.4%	COM	303250104
EWG	ISHARES INC	16,497	$701K	0.0%	$29.02	—	MSCI GERMANY ETF	464286806
AMT	AMERICAN TOWER CORP NEW	3,983	$699K	0.0%	$198.61	-9.2%	COM	03027X100
PPG	PPG INDS INC	6,574	$674K	0.0%	$125.65	-20.3%	COM	693506107
SOXL	DIREXION SHS ETF TR	15,993	$672K	0.0%	$39.38	—	DLY SCOND 3XBU	25459W458
ED	CONSOLIDATED EDISON INC	6,750	$670K	0.0%	$97.78	+1.0%	COM	209115104
QUAL	ISHARES TR	3,369	$669K	0.0%	$174.77	—	MSCI USA QLT FCT	46432F339
EWQ	ISHARES INC	14,804	$666K	0.0%	$41.15	—	MSCI FRANCE ETF	464286707
GS	GOLDMAN SACHS GROUP INC	751	$661K	0.0%	$448.43	+81.4%	COM	38141G104
ASML	ASML HOLDING N V	613	$656K	0.0%	$691.86	—	N Y REGISTRY SHS	N07059210
MSTR	STRATEGY INC	4,313	$655K	0.0%	$267.31	-13.9%	CL A NEW	594972408
EXEL	EXELIXIS INC	14,885	$652K	0.0%	$25.85	+60.0%	COM	30161Q104
GILD	GILEAD SCIENCES INC	5,270	$647K	0.0%	$68.91	+75.4%	COM	375558103
GEV	GE VERNOVA INC	983	$643K	0.0%	$261.86	+132.6%	COM	36828A101
EWL	ISHARES INC	10,621	$637K	0.0%	$51.44	—	MSCI SWITZERLAND	464286749
DIA	SPDR DOW JONES INDL AVERAGE	1,318	$634K	0.0%	$395.62	—	UT SER 1	78467X109
EWY	ISHARES INC	6,264	$609K	0.0%	$74.58	—	MSCI STH KOR ETF	464286772
AEP	AMERICAN ELEC PWR CO INC	5,251	$606K	0.0%	$93.10	+26.4%	COM	025537101
AAON	AAON INC	7,934	$605K	0.0%	$98.36	-6.2%	COM PAR $0.004	000360206
BABA	ALIBABA GROUP HLDG LTD	4,108	$602K	0.0%	$88.03	—	SPONSORED ADS	01609W102
VUG	VANGUARD INDEX FDS	1,224	$597K	0.0%	$363.95	—	GROWTH ETF	922908736
ES	EVERSOURCE ENERGY	8,829	$595K	0.0%	$58.70	+18.5%	COM	30040W108
PRU	PRUDENTIAL FINL INC	5,263	$594K	0.0%	$68.47	+55.6%	COM	744320102
REGN	REGENERON PHARMACEUTICALS	762	$588K	0.0%	$805.47	-15.7%	COM	75886F107
DOCN	DIGITALOCEAN HLDGS INC	11,988	$577K	0.0%	$38.99	+12.9%	COM	25402D102
PAVE	GLOBAL X FDS	11,835	$566K	0.0%	$42.35	—	US INFR DEV ETF	37954Y673
VGT	VANGUARD WORLD FD	700	$528K	0.0%	$532.49	—	INF TECH ETF	92204A702
GXO	GXO LOGISTICS INCORPORATED	9,926	$523K	0.0%	$51.67	+1.7%	COMMON STOCK	36262G101
NTRA	NATERA INC	2,252	$516K	0.0%	$172.70	+20.8%	COM	632307104
BBY	BEST BUY INC	7,706	$516K	0.0%	$76.34	-1.1%	COM	086516101
ETHE	GRAYSCALE ETHEREUM TRUST ETF	20,881	$509K	0.0%	$20.86	—	SHS	389638107
IFF	INTERNATIONAL FLAVORS&FRAGRA	7,542	$508K	0.0%	$90.85	-29.1%	COM	459506101
NTRS	NORTHERN TR CORP	3,617	$494K	0.0%	$88.58	+47.6%	COM	665859104
ENPH	ENPHASE ENERGY INC	15,227	$488K	0.0%	$106.13	-69.5%	COM	29355A107
RVTY	REVVITY INC	5,017	$485K	0.0%	$106.07	-9.5%	COM	714046109
IAU	ISHARES GOLD TR	5,943	$482K	0.0%	$50.97	—	ISHARES NEW	464285204
MDY	SPDR S&P MIDCAP 400 ETF TR	795	$480K	0.0%	$549.42	—	UTSER1 S&PDCRP	78467Y107
EWT	ISHARES INC	7,533	$479K	0.0%	$55.79	—	MSCI TAIWAN ETF	46434G772
DEO	DIAGEO PLC	5,514	$476K	0.0%	$155.80	—	SPON ADR NEW	25243Q205
EWP	ISHARES INC	8,779	$473K	0.0%	$53.91	—	MSCI SPAIN ETF	464286764
FISV	FISERV INC	6,969	$468K	0.0%	$157.94	-46.9%	COM	337738108
OKTA	OKTA INC	5,410	$468K	0.0%	$103.98	-16.1%	CL A	679295105
TER	TERADYNE INC	2,375	$460K	0.0%	$117.59	+45.8%	COM	880770102
ICSH	ISHARES TR	8,885	$449K	0.0%	$50.54	—	ULTRA SHORT DUR	46434V878
CLX	CLOROX CO DEL	4,423	$446K	0.0%	$141.30	-23.4%	COM	189054109
SHV	ISHARES TR	4,025	$443K	0.0%	$110.58	—	TRUST ISHARE 0-1	464288679
D	DOMINION ENERGY INC	7,567	$443K	0.0%	$52.22	+14.4%	COM	25746U109
DTE	DTE ENERGY CO	3,436	$443K	0.0%	$112.85	+19.4%	COM	233331107
THC	TENET HEALTHCARE CORP	2,215	$440K	0.0%	$152.82	+32.2%	COM NEW	88033G407
YUM	YUM BRANDS INC	2,902	$439K	0.0%	$133.18	+10.9%	COM	988498101
EPD	ENTERPRISE PRODS PARTNERS L	13,431	$431K	0.0%	$29.34	—	COM	293792107
MDT	MEDTRONIC PLC	4,403	$423K	0.0%	$81.58	+19.1%	SHS	G5960L103
FOX	FOX CORP	6,425	$417K	0.0%	$48.44	+20.5%	CL B COM	35137L204
DGRO	ISHARES TR	5,875	$408K	0.0%	$59.77	—	CORE DIV GRWTH	46434V621
—	CYBERARK SOFTWARE LTD	909	$405K	0.0%	$483.15	—	SHS	M2682V108
DLN	WISDOMTREE TR	4,573	$403K	0.0%	$82.64	—	US LARGECAP DIVD	97717W307
FIX	COMFORT SYS USA INC	421	$393K	0.0%	$414.89	+122.5%	COM	199908104
IBIT	ISHARES BITCOIN TRUST ETF	7,889	$392K	0.0%	$42.04	—	SHS BEN INT	46438F101
AUR	AURORA INNOVATION INC	100,000	$384K	0.0%	$5.03	-9.0%	CLASS A COM	051774107
SSNC	SS&C TECHNOLOGIES HLDGS INC	4,378	$383K	0.0%	$66.18	+28.8%	COM	78467J100
LOW	LOWES COS INC	1,582	$382K	0.0%	$208.11	+15.2%	COM	548661107
VTV	VANGUARD INDEX FDS	1,983	$379K	0.0%	$171.57	—	VALUE ETF	922908744
ON	ON SEMICONDUCTOR CORP	6,864	$372K	0.0%	$44.40	+15.5%	COM	682189105
CSGP	COSTAR GROUP INC	5,488	$369K	0.0%	$78.43	-9.7%	COM	22160N109
LITE	LUMENTUM HLDGS INC	990	$365K	0.0%	$64.96	+295.4%	COM	55024U109
BP	BP PLC	10,510	$365K	0.0%	$35.15	—	SPONSORED ADR	055622104
EXLS	EXLSERVICE HOLDINGS INC	8,565	$363K	0.0%	$30.35	+34.7%	COM	302081104
VEEV	VEEVA SYS INC	1,615	$361K	0.0%	$223.27	+18.8%	CL A COM	922475108
BIDU	BAIDU INC	2,629	$344K	0.0%	$86.94	—	SPON ADR REP A	056752108
VEA	VANGUARD TAX-MANAGED FDS	5,444	$340K	0.0%	$46.91	—	VAN FTSE DEV MKT	921943858
SPYM	SPDR SERIES TRUST	4,157	$334K	0.0%	$63.81	—	STATE STREET SPD	78464A854
SCHD	SCHWAB STRATEGIC TR	12,128	$333K	0.0%	$31.83	—	US DIVIDEND EQ	808524797
NRG	NRG ENERGY INC	2,083	$332K	0.0%	$97.27	+69.9%	COM NEW	629377508
AL	AIR LEASE CORP	5,100	$328K	0.0%	$45.75	+39.2%	CL A	00912X302
AGYS	AGILYSYS INC	2,751	$327K	0.0%	$91.40	+31.7%	COM	00847J105
LUMN	LUMEN TECHNOLOGIES INC	41,301	$321K	0.0%	$5.85	+40.7%	COM	550241103
MDLZ	MONDELEZ INTL INC	5,715	$308K	0.0%	$63.64	-10.3%	CL A	609207105
WM	WASTE MGMT INC DEL	1,386	$305K	0.0%	$180.62	+17.7%	COM	94106L109
BLK	BLACKROCK INC	284	$304K	0.0%	$974.32	+11.8%	COM	09290D101
BIL	SPDR SERIES TRUST	3,296	$301K	0.0%	$91.78	—	STATE STREET SPD	78468R663
MRVL	MARVELL TECHNOLOGY INC	3,394	$288K	0.0%	$94.05	-7.0%	COM	573874104
SO	SOUTHERN CO	3,307	$288K	0.0%	$80.60	+12.8%	COM	842587107
TTD	THE TRADE DESK INC	7,532	$286K	0.0%	$70.54	-37.2%	COM CL A	88339J105
AZN	ASTRAZENECA PLC	3,047	$280K	0.0%	$71.71	—	SPONSORED ADR	046353108
ROKU	ROKU INC	2,559	$278K	0.0%	$92.23	+10.0%	COM CL A	77543R102
IMTM	ISHARES TR	5,765	$277K	0.0%	$39.94	—	MSCI INTL MOMENT	46434V449
SOLV	SOLVENTUM CORP	3,480	$276K	0.0%	$62.77	+22.0%	COM SHS	83444M101
SLV	ISHARES SILVER TR	4,276	$275K	0.0%	$32.85	—	ISHARES	46428Q109
VHT	VANGUARD WORLD FD	927	$267K	0.0%	$250.58	—	HEALTH CAR ETF	92204A504
GDXJ	VANECK ETF TRUST	2,300	$262K	0.0%	$61.21	—	JUNIOR GOLD MINE	92189F791
URBN	URBAN OUTFITTERS INC	3,458	$260K	0.0%	$73.55	-3.8%	COM	917047102
MGM	MGM RESORTS INTERNATIONAL	7,094	$259K	0.0%	$43.51	-22.0%	COM	552953101
CMCSA	COMCAST CORP NEW	8,643	$258K	0.0%	$35.85	-20.4%	CL A	20030N101
ARCC	ARES CAPITAL CORP	12,235	$248K	0.0%	$18.32	+8.0%	COM	04010L103
USMV	ISHARES TR	2,592	$244K	0.0%	$83.58	—	MSCI USA MIN VOL	46429B697
SIL	GLOBAL X FDS	2,899	$242K	0.0%	$83.52	—	GLOBAL X SILVER	37954Y848
ROP	ROPER TECHNOLOGIES INC	532	$237K	0.0%	$541.68	-14.7%	COM	776696106
DOW	DOW INC	10,014	$234K	0.0%	$43.22	-47.3%	COM	260557103
APD	AIR PRODS & CHEMS INC	910	$225K	0.0%	$244.22	+3.0%	COM	009158106
CRUS	CIRRUS LOGIC INC	1,896	$225K	0.0%	$110.02	+11.9%	COM	172755100
HSY	HERSHEY CO	1,219	$222K	0.0%	$172.41	+5.6%	COM	427866108
KMI	KINDER MORGAN INC DEL	7,980	$219K	0.0%	$20.52	+31.1%	COM	49456B101
IYW	ISHARES TR	1,086	$217K	0.0%	$174.76	—	U.S. TECH ETF	464287721
EA	ELECTRONIC ARTS INC	1,042	$213K	0.0%	$133.85	+50.7%	COM	285512109
SWKS	SKYWORKS SOLUTIONS INC	3,315	$210K	0.0%	$87.89	-21.0%	COM	83088M102
ETR	ENTERGY CORP NEW	2,257	$209K	0.0%	$73.12	+29.3%	COM	29364G103
PATH	UIPATH INC	12,626	$207K	0.0%	$12.00	+29.7%	CL A	90364P105
OGS	ONE GAS INC	2,675	$207K	0.0%	$72.08	+11.5%	COM	68235P108
MTUM	ISHARES TR	823	$206K	0.0%	$226.02	—	MSCI USA MMENTM	46432F396
SKY	CHAMPION HOMES INC	2,400	$203K	0.0%	$75.19	+4.8%	COM	830830105
PSX	PHILLIPS 66	1,563	$202K	0.0%	$123.45	+8.6%	COM	718546104
NKE	NIKE INC	3,153	$201K	0.0%	$91.67	-29.2%	CL B	654106103
MARA	MARA HOLDINGS INC	16,100	$145K	0.0%	$18.81	-21.6%	COM	565788106
—	DUFF & PHELPS UTLITY AND INF	10,000	$127K	0.0%	$12.23	—	COM	26433C105
NPWR	NET POWER INC	26,380	$60,146	0.0%	$2.33	+34.2%	COM CL A	64107A105